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Evolution Wealth Advisors’s Verizon VZ Stock Holding History

Evolution Wealth Advisors’s Portfolio VZ Stock Details VZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-2,383
Closed -$129K – 622
2021
Q3 		$129K Buy
2,383
+1,544
+184% +$85.4K 0.03% 136
2021
Q2 		$47K Sell
839
-69
-8% -$3.96K 0.01% 220
2021
Q1 		$53K Buy
908
+64
+8% +$3.61K 0.01% 194
2020
Q4 		$50K Sell
844
-935
-53% -$55.5K 0.01% 181
2020
Q3 		$106K Buy
1,779
+979
+122% +$56.9K 0.03% 139
2020
Q2 		$44K Buy
800
+500
+167% +$28.1K 0.01% 151
2020
Q1 		$16K Sell
300
-842
-74% -$48.2K 0.01% 168
2019
Q4 		$70K Buy
1,142
+842
+281% +$50.8K 0.02% 128
2019
Q3 		$18K Sell
300
-244
-45% -$14.1K 0.01% 110
2019
Q2 		$31K Buy
+544
New +$31.3K 0.01% 106

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Evolution Wealth Advisors's VZ Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Verizon (VZ) in Q4 2021, closing a stake of 2,383 shares — an estimated $129K sold.

Evolution Wealth Advisors first reported a position in VZ in Q2 2019 and held it in 10 quarters. The position peaked at $129K in Q3 2021. 3,012 funds tracked by Wall St. Rank hold VZ as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Verizon position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 2,383 Verizon shares in Q4 2021, an estimated $129K.
  • Evolution Wealth Advisors first reported a position in Verizon in Q2 2019 and held it in 10 quarters.
  • Evolution Wealth Advisors's Verizon position peaked at $129K in Q3 2021.
  • 3,012 funds tracked by Wall St. Rank held Verizon as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.